Contracted ARR

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 3, 2024 by Avi Eyal · across every show →

Everything said about Contracted ARR, oldest first

Jul 3, 2024 negative
Insight
Avi Eyal: Inflated contracted ARR is just 'community-adjusted EBITDA'
“Contracted ARR. Folks tell you how they've signed a client, a customer, which has given them, like, 50 users, or, you know, or 50 deals, but that customer represents potentially 500,000 deals, or it represents 20,000 users, or something like that, and so they …”
Avi Eyal Jul 3, 2024 ▶ 1:04:17 Avi Eyal: Making $2.3BN on Monday, Stripe & PillPack from Entrée Capital MP | E1173 · 20VC with Harry Stebbings
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